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Industry

Consumer goods

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Audience

B2B

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Country

United States

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Services

Digital transformation, Sales automation

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Challenges

The company had a manual production and e-commerce system, with no automation or communication with customers.

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Solutions

We have created an automated workflow from sample request to delivery, including project management and automated communications.

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Results

Significant time savings, simplified ordering process, improved customer communication.

This powerful solution not only automated over 1,000 emails, but also increased customer satisfaction by an incredible 75%!

Smooth automation, fast results

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Production and E-commerce automation

For Pioneerinnowe designed and implemented a complete automation solution, integrating every stage of the process, from order to delivery, via R&D and production.


We created an automated workflow that starts with a detailed request form, mapping numerous custom fields into ClickUp. This form is integrated into a defined process where each step is automated to ensure smooth follow-up. Generated documents and relevant information are securely stored in Dropbox at the end of each process.


Key implementation points include:

  • Customized forms: Create a detailed form in ClickUp to capture all necessary information.

  • Drive storage: integration with Dropbox for document storage.

  • PMS automation: Automate internal tasks, status updates and notifications for better project management.

  • Clear process: Set up a well-defined workflow, with iteration loops to adjust the process as needed.

The results:

  • Save time by automating repetitive tasks.

  • Improved communication with customers thanks to smooth, transparent management of requests and documents.

  • Customized, automated project management for more efficient in-house working.

  • Centralized, secure document storage, simplifying access and information management.

This solution has enabled Pioneerinno to streamline their operations, reducing human error and improving visibility of project progress.

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